Euronet Worldwide第三季度营收11.61亿美元增1%，净利1.14亿美元并下调全年展望
全球支付处理与跨境交易公司 Euronet Worldwide（Nasdaq: EEFT）10月27日在 Leawood, Kansas 公布2026年第三季度业绩：季度营收11.611亿美元，同比增长1%（按固定汇率计增3%）；净利1.136亿美元、摊薄每股收益2.53美元，去年同期净利为1.220亿美元、每股2.75美元。
分部方面，支付基础设施分部营收4.379亿美元、增7%，受益于2025年第四季度收购的 CoreCard、商户收单与 Ren 产品销售；截至9月30日，公司安装的自动取款机（ATM）达59,688台，同比增4%。epay 分部营收2.947亿美元、增3%，交易量达11.91亿笔。
跨境支付分部承压：营收4.310亿美元、降5%，营业利润降37%至3,730万美元；不过该分部数字交易量增34%至810万笔。公司称，美国移民政策与全球经济压力对跨境汇款通道的影响持续时间长于预期。当季公司回购普通股5,000万美元，季末总债务降至21.773亿美元。
公司据此下调2026年全年展望：预计全年营收约43.75亿美元、调整后 EBITDA 约7.25亿美元、调整后每股收益同比增约10%，低于5月投资者日给出的目标。
董事长兼首席执行官 Michael J. Brown 表示，第三季度业绩反映了美国移民政策与全球经济压力对跨境支付分部的持续影响，程度超出预期；与此同时，公司在投资者日推出的数字加速业务今年前九个月收入增长33%、占年初至今收入的26%，数字战略仍在产生强劲现金流。
Euronet Worldwide Third-Quarter Revenue Rises 1% to $1.16 Billion as Net Income Falls to $113.6 Million and Outlook Is Cut
Euronet Worldwide (Nasdaq: EEFT), a global leader in payment processing and cross-border transactions, reported third-quarter 2026 results on October 27 in Leawood, Kansas. Revenue was $1,161.1 million, a 1% increase from $1,145.7 million a year earlier, or 3% on a constant-currency basis. Net income attributable to Euronet was $113.6 million, or $2.53 diluted earnings per share, compared with $122.0 million, or $2.75, a year earlier. Adjusted earnings per share were $3.55, down 2%.
By segment, Payments Infrastructure revenue rose 7% to $437.9 million, helped by the fourth-quarter 2025 acquisition of CoreCard, merchant acquiring and Ren sales; the company had 59,688 installed ATMs at September 30, up 4% year over year. The epay segment grew revenue 3% to $294.7 million on 1,191 million transactions.
Cross-Border Payments was under pressure: revenue fell 5% to $431.0 million and operating income dropped 37% to $37.3 million, although digital transactions in the segment rose 34% to 8.1 million. The company said U.S. immigration policy and global economic pressures on remittance corridors persisted longer than anticipated. Euronet repurchased $50 million of common stock in the quarter, and total indebtedness fell to $2,177.3 million at quarter-end.
The company revised its 2026 outlook to approximately $4.375 billion of revenue, approximately $725 million of adjusted EBITDA and adjusted earnings-per-share growth of approximately 10%, below the targets given at its May Investor Day.
Chairman and CEO Michael J. Brown said the third-quarter results reflect the continued impact of U.S. immigration policy and global economic pressures on the Cross-Border Payments segment, which persisted longer than anticipated, while the digital accelerators introduced at Investor Day grew 33% in the first nine months and represented 26% of year-to-date revenues.
来源：GSM·美国（原文链接）
图片来源：图：波兰 Tomaszów Mazowiecki 一家购物中心内的 Euronet 自动取款机（资料图）。照片：公共领域，经 Wikimedia Commons。 / A Euronet ATM inside a shopping mall in Tomaszów Mazowiecki, Poland (illustrative photo). Photo: public domain, via Wikimedia Commons.
